Susan Stephens

Quality Review Analyst, Officer at PNC Bank NA

Role
Collateral Operations Work Lead Senior, Officer (3 Years) at PNC
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Susan Stephens

Experienced Project Leader working in the financial services industry. Skilled in Work Flow Management, Project Management Body of Knowledge (PMBOK), Project Coordination, Training, Financial Reporting, Interviewing, and Nonprofit Management. Strong leadership abilities who earned a CAPM from the Project Management Institute.

Experience

  1. Collateral Operations Work Lead Senior, Officer (3 Years)

    PNC

    Jul 2013 — Present · Cincinnati, OH, US

    PNC Equipment Finance: Operations Team Lead Sr.| Officer •Lead Collateral Audit project by providing team members with process, coaching, held each to time line through successful completion.Reduced the amount of unsecured collateral from 35% to below 2% and in SLA. Continue to work with the team on mitigating issues.• Preparing and conduct team member’s monthly Collateral Review meetings. This encompasses verifying team members are within SLA standards by researching and documenting the status of each unsecured asset, are collaborating with Sales and Customers to secure collateral. Provide strategy and insight as to provide alternate ideas, of how to secure the assets.• Develop team members by rating each team member\'s skill level and providing a training plan to increase their knowledge base.• Process improvement team member which consists of various levels of leadership and lines of business. Goal is to reduce internal errors and lessen customer impact, by collaborating to determine if due to process or systemic issues, root cause, mitigation and next steps.• Analyze UCC filing errors by contacting the Line of Business partner as to the filing issue, advise how to correct and bring to full resolution.• Identified and implemented new Toll process, with annual savings of 45k. • Analyze and prepare weekly and monthly stats for upper management.• Interview college students and collaborate as a team to determine who is the best fit for the internship program. • Analyze month end data as to provide dashboard and in depth collateral exception reporting for, upper management, various Lines of Business, Sales and Collateral team members.

Education

  • Thomas More College

    Non Degree Program, Information Technology, 3.7

    1998 — 2001

  • Boone County High School

    High School Diploma, Business Administration and Management, General

  • Project Management Institute

    CAPM, Project Management, Certification

    2013 — 2013

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Susan Stephens — Collateral Operations Work Lead Senior, Officer (3 Years) at PNC in Cincinnati, OH, US | Unifers